Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Empower Retirement Vanguard Small Cap Value Index Admiral in their Schedule of Assets, totaling $587K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HFA-AE LTD. HFA ENTERPRISES, LTD. 401(K) PLAN | BENTONVILLE AR | 400 | $30.1M | $455K |
| 2 | ELLIS BADENHAUSEN ORTHOPAEDICS, PSC ELLIS BADENHAUSEN ORTHOPAEDICS, PSC 401K PROFIT SHARING PLAN | LOUISVILLE KY | 110 | $38.8M | $77K |
| 3 | ELLIS BADENHAUSEN ORTHOPAEDICS, PSC ELLIS BADENHAUSEN ORTHOPAEDICS, PSC 401K PROFIT SHARING PLAN |
LOUISVILLE KY |
| 112 |
| $27.1M |
| $55K |
